The goal of this project is to streamline and enhance the client onboarding process for inSearchX by developing a comprehensive dashboard within the project management software, Monday.com. The current onboarding process lacks a centralized system for managing tasks, communications, and integrations, leading to inefficiencies and potential miscommunication. By defining clear onboarding processes and building a supporting dashboard, the project aims to improve internal and external communication protocols. This will involve integrating related tools such as calendars, email, and billing systems to ensure seamless operations. The project provides an opportunity for learners to apply their knowledge of project management, software integration, and process optimization, aligning with their academic program's skill set.

The deliverables for this project include a fully functional client onboarding dashboard within Monday.com, complete with integrated communication protocols and tool integrations. The team will provide a detailed process document outlining the defined onboarding steps and communication strategies. Additionally, a presentation will be prepared to demonstrate the dashboard's functionality and its impact on improving the onboarding process.